TWELVE POINTS WEALTH MANAGEMENT LLC – iShares Core U.S. Aggregate Bond ETF Transaction History
TWELVE POINTS WEALTH MANAGEMENT LLC portfolio value:
$375,000
portfolio value
TWELVE POINTS WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.25%
quarter
iShares Core U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -20K | $96.34 | 3.88K | |
| Q2 2022 | share | Decrease | -4.09% | -166 shares | -39K | $101.68 | 3.88K |
| Q1 2022 | share | Decrease | -35.07% | -2.19K shares | -278K | $107.1 | 4.05K |
| Q4 2021 | share | Increase | 0.00% | 6.24K shares | 712K | $114.12 | 6.24K |